LWA
Lowe Wealth Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21K | Hold |
200
| – | – | 0.01% | 193 |
|
|
2025
Q1 | $19.7K | Sell |
200
-88
| -31% | -$8.69K | 0.01% | 196 |
|
|
2024
Q4 | $30.4K | Hold |
288
| – | – | 0.01% | 161 |
|
|
2024
Q3 | $30.4K | Hold |
288
| – | – | 0.01% | 150 |
|
|
2024
Q2 | $28.5K | Buy |
+288
| New | +$28.5K | 0.01% | 151 |
|